August and September can be rough months for investors.
ETFs and active small-cap funds still lead the market despite Federal Reserve chatter.
Age-based plans for this year's freshmen don't always get high marks. New York, Pennsylvania and Iowa funds get an A, but other states have more homework to do.
Plus: You probably shouldn't curse in front on your clients, there's a limit to delaying retirement, and do we really need all these dollar bills?
The divide has grown between Goldman Sachs and Morgan Stanley over the likelihood of higher U.S. interest rates this month.
Plus: U.S. oil production could derail oil rally, a cash management strategy ahead of October's rule change, and bond ladders still make sense
Advisers should not forget overall portfolio construction objectives when chasing dividend yields.
Plus: DOJ move sends prison stocks to the hole, SEC wants cleaner earnings reports, and proof that faster food can be healthier food
Regulator: "There is concern that retail customers may not fully understand the risks and the potential impact on their portfolios."
Plus: Honoring SPY, you will be voting for bigger deficits, and broke millennials as a voting bloc
Japan's Government Pension Investment Fund loses 3.9%, erasing gains from previous six quarters.
Agency reaches settlements with issuers, doesn't access fines.
The Investment Company Institute blasts the state over its plans to exclude mutual funds from the proposed Secure Choice program.
Some retirement plan record keepers resort to aggressive sales tactics with their proprietary products, offering discounted record-keeping services if proprietary funds are used. </br><i><b>(More on plan advice: <a href="//www.investmentnews.com/article/20160327/BLOG09/303279999/how-to-choose-a-plan-sponsor-partner-to-adapt-to-dol-fiduciary-rule"" target=""_blank"" rel="noopener">How to choose a plan-sponsor partner to adapt to DOL fiduciary</a>)</b></i>
Taking on too much risk to stay on top.
Fund companies, investors move to avoid new fees and restrictions
The debate favors active because calculations are often skewed.
Shrinking the pool of muni sellers does not help investors
